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I'm in my account but don't see where to upload. Where do I submit my data?

This article provides instructions for members on how to upload their data when they're in their account but don't see an option to submit it.

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Written by Adriana West
Updated over a week ago

If you do not see where to submit your financial information, it is likely caused by the following issues:

  1. The unique link provided in the introduction email was not used to login.

  2. There are no open requests for your FHR update at this time or the open request has been closed.

If you have confirmed that there is an open request, please follow these steps:

  1. Log out of your account by selecting your name in the top right corner of the page and clicking “log out”.

  2. Once you are logged out of your account, log back in using the unique link from the original request introduction email you received from us. You will need to locate this email to find the specific link required to open the submission portal. If you do not have access to the unique link from your email, you will need to ask to speak with an agent, who will be able to send it to you directly.

  3. When you log in using the unique link, you will be prompted to complete your submission.

If you still do not see where to complete your submission after following steps 1 and 2, please ensure you are not connected to a VPN and try accessing the unique link in a different browser or incognito window. Finally, not seeing an upload option could mean the submission portal was closed, so please ask to speak with an agent so we can reopen it for you.

Separately, if you are trying to proactively update your company's rating outside of a client request, please see this related article.

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